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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,932 | $103,008-6.9% | $90,304+6.2% | $152,897-37.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 23.41% | 95.22%-71.8pp | 78.13%-54.7pp | 345.43%-322.0pp |
| Employer contribution / active EE | $2,970 | $3,139-5.4% | $2,855+4.0% | $4,764-37.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $157 | $6,175-97.5% | $5,354-97.1% | $11,599-98.6% |